Team Leader - Operations

Job Description – Team Leader (Operations) Insurance Sales & Renewal Process

We are looking for a performance-driven and experienced Team Leader to manage and lead our Insurance Sales Renewal team. The ideal candidate must have prior experience handling outbound sales teams, especially in insurance or financial services.

Key Responsibilities:

Team Management- Lead, motivate, and guide a team of callers responsible for contacting customers for insurance policy renewals.

Allocate daily calling targets and ensure the team meets overall KPIs.

Monitor agent performance, provide coaching, and conduct regular feedback sessions.

Operations & Process Oversight - Ensure the team makes timely and quality outbound calls to customers from the given database.

Verify that the team explains renewal benefits clearly and resolves customer queries.

Maintain process compliance as per Shri Ram Finance guidelines.

Track daily productivity, renewal conversion, follow-ups, and call quality. Reporting & Coordination

Prepare daily/weekly performance reports (team performance, conversions, call outcomes).

Coordinate with internal stakeholders (HR, Quality, MIS, and Client Team) for smooth operations.

Handle escalations and ensure customer concerns are resolved promptly.

Training & Development - Identify skill gaps within the team and conduct refresher training sessions.

Support new joiners in understanding process workflows.

Required Skills & Experience: Mandatory: Experience as a Team Leader in Sales or Insurance process.

Strong people management and target-driven approach.

Excellent communication, problem-solving, and decision-making skills.

Experience in outbound sales, insurance upselling, or renewal process is preferred.

Ability to work under pressure and manage daily operational challenges.

Job Details: Process: Insurance Sales / Policy Renewals

Shift Timing: 9:30 AM – 6:30 PM

Week Off: Sunday

Salary: Hike on last drawn (based on experience & interview performance)

Location: Yerwada